See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,588 | $149,040-37.9% | $120,225-23.0% | $137,256-32.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.55% | 605.68%-585.1pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,318 | $4,350-69.7% | $3,475-62.1% | $4,156-68.3% |
| Participant deferral / active EE | $11,964 | $4,655+157.0% | $3,999+199.2% | $6,407+86.7% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |